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Novak & Powell Financial Services’s GE Aerospace GE Stock Holding History

Novak & Powell Financial Services’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Sell
1,327
-1
-0.1% -$313 0.23% 82
2026
Q1 		$377K Hold
1,328
– – 0.2% 101
2025
Q4 		$409K Hold
1,328
– – 0.21% 93
2025
Q3 		$400K Hold
1,328
– – 0.21% 93
2025
Q2 		$342K Hold
1,328
– – 0.24% 92
2025
Q1 		$266K Hold
1,328
– – 0.17% 121
2024
Q4 		$222K Hold
1,328
– – 0.13% 136
2024
Q3 		$250K Hold
1,328
– – 0.15% 131
2024
Q2 		$211K Sell
1,328
-336
-20% -$53.6K 0.13% 141
2024
Q1 		$233K Buy
+1,664
New +$196K 0.17% 117

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Novak & Powell Financial Services's GE Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its GE Aerospace (GE) stake by 0.08% in Q2 2026, selling an estimated $313 and leaving 1,327 shares worth $496K. The position accounts for 0.23% of the portfolio, ranked #82.

Novak & Powell Financial Services first reported a position in GE in Q1 2024 and has held it in 10 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Novak & Powell Financial Services held 1,327 shares of GE Aerospace worth $496K as of Q2 2026.
  • Novak & Powell Financial Services sold 1 GE Aerospace share in Q2 2026, an estimated $313.
  • GE Aerospace made up 0.23% of Novak & Powell Financial Services's portfolio in Q2 2026, its #82 holding.
  • Novak & Powell Financial Services first reported a position in GE Aerospace in Q1 2024 and has held it in 10 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.